Heather M. Burke

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

St. Louis, MO 63017

Some features on this profile are disabled

CRD#: 7700269

Professional summary

Heather Marie Burke, who also goes by Heather Marie Smudde, is a registered financial advisor currently at ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. located in St. Louis, Missouri.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Heather has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather Marie Smudde

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Marie Burke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 2023 - Present

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Office #1: 14567 North Outer Forty Road Suite 200, St. Louis, MO 63017

RIA

CRD#: 121307

St. Louis, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")

CRD#: 121307 / SEC#: 801-61444

RIA

Registered Investment Advisory firm - (8/27/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/23/2025)

IAR

Illinois
(10/24/2025)

IAR

Missouri
(5/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/3/2023

Uniform Investment Adviser Law Examination

Current Firm

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")

CRD#: 121307 / SEC#: 801-61444

RIA

Registered Investment Advisory firm - (8/27/2002 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

14567 North Outer Forty Road Suite 200, Chesterfield, MO 63017

Mailing Address

Phone number

(888) 882-0072

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACROPOLIS ADV PART 2 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,767
AUM (Assets Under Management)	$ 2,196,677,599

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
02/27/2025	Cover Page	Report
08/22/2023	Cover Page	Report
12/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Heather M. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Marie Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Primary Firm SEC Registration

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2023

Current Firm

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

TRUST BUT VERIFY

Similar Advisors